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Coupa Success Portal

Create a Punchout Catalog

# Activity Roles & Responsibilities Deliverables Supporting Documents

1

Customer sends introduction email to the supplier, including high level timeline.

Customer

Email introduction to supplier

Template email

2

Coupa sends Punchout email to supplier, providing details of project, timeline and deliverables

Coupa Supplier Enablement lead

Punchout email and related documentation

Punchout questionnaire

3

Supplier reviews material and returns completed the questionnaire and requested data

Supplier

  • Completed Punchout questionnaire
  • Unit of Measure list
  • UNSPSC list
  • Cxml enablement links & credentials

 

4

Kick-off meeting

Coupa Supplier Enablement lead, supplier and customer participate

Clear steps to complete setup and testing of punchout & cxml transmission of PO/Invoice if applicable

Minutes of meeting

5

Create test scripts

Customer

Updated test scripts

 

6

Configuration:

  1. Create/update supplier record in Coupa
  2. Create contract
  3. Create punchout site

Customer Admin

 

 

7

Testing carried out

Customer/Supplier

Successfully completed end-2-end test of punching out to supplier site and returning the basket content to a requisition in Coupa

 

 

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